Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 6.03%
2 BOAT 5.49%
3 ZIG 4.01%
4 NEWZ 3.34%
5 MVFD 2.92%
6 HULL 2.76%
7 XTN 2.66%
8 ECML 2.42%
9 SEA 2.34%
10 PSCI 2.09%
11 SIXS 1.63%
12 MBOX 1.60%
13 JSML 1.54%
14 MYLD 1.36%
15 XSHQ 1.30%
16 SMCF 1.24%
17 SMDV 1.21%
18 LOHA 1.17%
19 DBLV 1.16%
20 XSMO 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.01M (16.98%) -62.24K
Decreased by -1.24%
 Mar 31, 26
2 Vanguard Group Inc 3.67M (12.44%) 21.52K
Increased by +0.59%
 Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.03M (6.86%) 2.03M
Increased by +100.00%
 Mar 31, 26
4 Dimensional Fund Advisors, Inc. 1.95M (6.59%) -36.05K
Decreased by -1.85%
 Mar 31, 26
5 American Century Companies Inc 1.50M (5.09%) 181.58K
Increased by +12.08%
 Mar 31, 26
6 Vanguard Capital Management, LLC 1.33M (4.50%) 1.33M
Increased by +100.00%
 Mar 31, 26
7 State Street Corporation 1.33M (4.50%) 11.65K
Increased by +0.88%
 Mar 31, 24
8 State Street Corp 1.21M (4.09%) -434.00
Decreased by -0.04%
 Mar 31, 26
9 Pacer Advisors, INC. 1.05M (3.56%) 91.17K
Increased by +8.68%
 Dec 31, 24
10 Geode Capital Management, LLC 775.42K (2.63%) 10.10K
Increased by +1.30%
 Mar 31, 26
11 First Trust Advisors L.P. 663.25K (2.25%) 117.55K
Increased by +17.72%
 Dec 31, 24
12 Capital Research Global Investors 635.09K (2.15%) -26.48K
Decreased by -4.17%
 Mar 31, 26
13 Fuller & Thaler Asset Management Inc 613.24K (2.08%) -603.72K
Decreased by -98.45%
 Mar 31, 26
14 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 538.60K (1.82%) -632.45K
Decreased by -117.42%
 Sep 30, 24
15 T. Rowe Price Investment Management,Inc. 527.84K (1.79%) -237.89K
Decreased by -45.07%
 Mar 31, 26
16 Millennium Management LLC 455.13K (1.54%) 269.31K
Increased by +59.17%
 Sep 30, 25
17 D. E. Shaw & Co LP 448.29K (1.52%) -86.31K
Decreased by -19.25%
 Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 413.61K (1.40%) -16.68K
Decreased by -4.03%
 Mar 31, 26
19 Forest Avenue Capital Management LP 413.42K (1.40%) 139.09K
Increased by +33.64%
 Jun 30, 25
20 Northern Trust Corp 383.21K (1.30%) 2.19K
Increased by +0.57%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.89M (6.41%) 660.00
Increased by +0.03%
 May 29, 26
2 Avantis US Small Cap Value ETF 1.47M (4.97%) 1.32K
Increased by +0.09%
 May 30, 26
3 Vanguard US Total Market Shares ETF 1.06M (3.60%) 41.72K
Increased by +3.92%
 Sep 30, 24
4 Fuller & Thaler Behavrl Small-Cap Value 1.04M (3.51%) -84.22K
Decreased by -8.13%
 Nov 30, 23
5 Vanguard Total Stock Mkt Idx Inv 947.22K (3.21%) 2.65K
Increased by +0.28%
 Apr 30, 26
6 iShares Russell 2000 ETF 736.46K (2.49%) 6.81K
Increased by +0.92%
 May 29, 26
7 Vanguard Small Cap Index 682.48K (2.31%) -1.57K
Decreased by -0.23%
 Apr 30, 26
8 First Trust SMID Cp Rising Div Achv ETF 642.94K (2.18%) 1.38K
Increased by +0.21%
 Feb 27, 25
9 American Funds SMALLCAP World A 608.68K (2.06%) -24.42K
Decreased by -4.01%
 Mar 31, 26
10 JHancock Disciplined Value Mid Cap I 495.30K (1.68%) 0.00
Increased by 0.00%
 Apr 30, 25
11 DFA US Small Cap Value I 446.44K (1.51%) 0.00
Increased by 0.00%
 Apr 30, 26
12 FullerThaler Behavioral Small-Cap Value 444.41K (1.51%) 5.40K
Increased by +1.21%
 Mar 31, 26
13 Vanguard Small Cap Value Index Inv 438.18K (1.48%) 2.98K
Increased by +0.68%
 Apr 30, 26
14 Undiscovered Managers Behavioral Val L 416.89K (1.41%) 0.00
Increased by 0.00%
 Apr 30, 26
15 Meridian Growth Legacy 357.62K (1.21%) 39.39K
Increased by +11.01%
 Mar 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 351.80K (1.19%) 3.56K
Increased by +1.01%
 Apr 30, 26
17 Fidelity® Small Cap Index 343.19K (1.16%) 9.33K
Increased by +2.72%
 Oct 31, 23
18 iShares S&P Small-Cap 600 Growth ETF 328.82K (1.11%) 0.00
Increased by 0.00%
 Nov 30, 24
19 Columbia Acorn Inst 312.35K (1.06%) 0.00
Increased by 0.00%
 Jul 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 309.50K (1.05%) 315.00
Increased by +0.10%
 Mar 28, 24